Alvarez & Marsal - Charlotte, NC

posted 11 days ago

Part-time - Senior
Charlotte, NC
Professional, Scientific, and Technical Services

About the position

The Director of CFO Services at A&M is responsible for providing strategic financial solutions to private equity portfolio companies. This role focuses on enhancing business performance, increasing cash flow and EBITDA, and ensuring that portfolio companies have credible financial plans. The Director will lead projects, manage client expectations, and develop actionable strategies to drive value for clients.

Responsibilities

  • Connect with clients to facilitate information gathering and guide interviews.
  • Define necessary analyses to validate assumptions and ensure timely execution.
  • Develop frameworks based on project parameters and derive actionable conclusions from analyses.
  • Lead components of projects and manage smaller projects independently.
  • Design cash-generating initiatives and optimal organizational structures to enhance client value.
  • Anticipate risks and create contingency plans while communicating effectively with clients.
  • Engage collaboratively with senior management to obtain buy-in on actionable plans.
  • Leverage industry expertise to guide teams and promote innovative thinking.
  • Take accountability for issues identified by clients and teams.
  • Utilize financial modeling and analysis to drive change management.

Requirements

  • Graduate of an accredited 4-year college/university with a concentration in accounting, finance, or economics preferred but not required.
  • Over 12 years of experience in Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking, or Private Equity.
  • Complete proficiency in financial modeling, data analytics, and presentation skills.
  • Experience in the role of Controllership, Finance, and Accounting Advisory Services.

Nice-to-haves

  • CPA, CFA, MBA, or Master's Degree preferred but not required.

Benefits

  • Healthcare plans
  • Flexible spending and savings accounts
  • Life, AD&D, and disability coverages
  • 401(k) retirement plan with discretionary contributions
  • Paid time off including vacation and personal days
  • Seventy-two (72) hours of sick time
  • Ten federal holidays and one floating holiday
  • Parental leave
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